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CIK: 0001868537
Total reported value
$4.5B
$4.5B
31 檔
76.0%
The Q4 2024 SEC filing reveals that Fundsmith Investment Services LTD. held a total portfolio value of $4.5B, covering 31 public equity positions.
Fundsmith Investment Services LTD. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 3 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 11.44% | -1.84% | -5.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.39% | -1.41% | -5.25% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 8.94% | -1.53% | +1.07% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 6.55% | -2.04% | -6.25% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 6.34% | -1.87% | -15.21% | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 5.91% | -0.46% | -0.28% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 5.65% | -2.52% | -5.52% | |
| 8 | MAR | Marriott International -cl A | Stock-Consumer Disc | 5.46% | -1.50% | +5.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.95% | -2.98% | — | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 4.65% | -2.33% | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.48% | -2.25% | -0.08% | |
| 12 | MTD | Mettler-toledo International | Stock-Healthcare | 4.14% | -6.38% | EXIT | |
| 13 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.97% | -0.06% | -0.16% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.66% | — | — | |
| 15 | FTNT | Fortinet Inc | Stock-Tech | 3.13% | +0.75% | — | |
| 16 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 2.27% | — | — | |
| 17 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.13% | -1.69% | EXIT | |
| 18 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.41% | — | -1.51% | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.23% | +1.19% | +3.71% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +4.33% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.03% | EXIT | |
| 22 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.28% | — | — | |
| 23 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.28% | — | — | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 0.19% | -3.01% | EXIT | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.17% | +4.47% | NEW | |
| 26 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.16% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | — | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.13% | — | — | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.13% | +0.20% | — | |
| 30 | IESC | Ies Holdings Inc | Stock-Industrials | 0.09% | — | — | |
| 31 | ARGT | Global X Msci Argentina ETF | ETF-Other | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MAR | Marriott International -cl A | +1.1% | +5.52% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | — | Unchanged |
| 3 | FTNT | Fortinet Inc | +0.7% | — | Unchanged |
| 4 | SYK | Stryker CORP | +0.5% | +1.07% | Add |
| 5 | WAT | Waters CORP | +0.4% | -0.28% | Trim |
| 6 | MEDP | Medpace Holdings Inc | +0.3% | NEW | New buy |
| 7 | ADP | Automatic Data Processing | +0.2% | -6.25% | Trim |
| 8 | CHD | Church & Dwight Co Inc | +0.2% | -0.16% | Trim |
| 9 | RDDT | Reddit Inc-cl A | +0.2% | NEW | New buy |
| 10 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 11 | WM | Waste Management Inc | +0.1% | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | +0.1% | -15.21% | Trim |
| 13 | IESC | Ies Holdings Inc | +0.1% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -5.92% | Trim |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 16 | ARGT | Global X Msci Argentina ETF | +0.1% | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | +0.1% | -0.08% | Trim |
| 18 | FCNCA | First Citizens Bcshs -cl A | 0% | — | Unchanged |
| 19 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 20 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 21 | HD | Home Depot Inc | 0% | — | Unchanged |
| 22 | TXN | Texas Instruments Inc | 0% | +3.71% | Add |
| 23 | ZTS | Zoetis Inc | 0% | — | Unchanged |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | EXIT | Sold out |
| 25 | PM | Philip Morris International | -0.1% | -5.52% | Trim |
| 26 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 27 | OTIS | Otis Worldwide CORP | -0.2% | -0.82% | Trim |
| 28 | PEP | Pepsico Inc | -0.3% | — | Unchanged |
| 29 | NKE | Nike Inc -cl B | -0.3% | — | Unchanged |
| 30 | MSFT | Microsoft CORP | -0.4% | -5.25% | Trim |
| 31 | BF-B | Brown-forman Corp-class B | -0.4% | -1.51% | Trim |
| 32 | MTD | Mettler-toledo International | -0.7% | — | Unchanged |
| 33 | IDXX | Idexx Laboratories Inc | -0.8% | — | Unchanged |
| 34 | AAPL | Apple Inc | -1.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Fundsmith Investment Services LTD. reported a total U.S. public equity portfolio value of $4.5B across 31 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, MSFT, SYK) accounted for 76.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
MEDP
市值: $21.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $140.0M
During Q4 2024, Fundsmith Investment Services LTD.'s top holdings by market value included META (11.4%)、MSFT (11.4%)、SYK (8.9%). The largest single position, META, represented 11.4% of total portfolio value.
In Q4 2024, Fundsmith Investment Services LTD. made 22 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 10 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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